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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,420 | $83,908-43.5% | $68,509-30.8% | $125,389-62.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | -0.44% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $514 | $3,031-83.0% | $2,278-77.4% | $4,866-89.4% |
| Participant deferral / active EE | $2,420 | $4,125-41.3% | $3,382-28.5% | $5,352-54.8% |
| Admin fee / account holder | $1,268 | $8,982-85.9% | $5,275-76.0% | $9,541-86.7% |